Investors' Insights and Market Updates

Investors' Insights and Market Updates

50 episodes

Every Monday we bring you an unbiased analysis market events that could affect your investments. We bring you research, facts, and issues the popular news media ignores and share how we are helping our clients navigate through volatile markets.

Podcasts

Changes Coming?

Published: July 29, 2024, 8:33 p.m.
Duration: 6 minutes 27 seconds

Listed in: Business

Estate Planning for Blended Families

Published: July 26, 2024, 1:11 a.m.
Duration: 3 minutes 26 seconds

Listed in: Business

No Politics, Market Insights

Published: July 22, 2024, 7:26 p.m.
Duration: 5 minutes 10 seconds

Listed in: Business

Business Owner Readiness

Published: July 11, 2024, 7:35 p.m.
Duration: 4 minutes 26 seconds

Listed in: Business

Bring on Earnings

Published: July 10, 2024, 8:36 p.m.
Duration: 5 minutes 10 seconds

Listed in: Business

Business Attractiveness

Published: July 10, 2024, 5:13 p.m.
Duration: 3 minutes 42 seconds

Listed in: Business

AI-EI-O

Published: July 8, 2024, 4:19 p.m.
Duration: 6 minutes 45 seconds

Listed in: Business

Fireworks in the Second Half?

Published: June 28, 2024, 5:58 p.m.
Duration: 5 minutes 5 seconds

Listed in: Business

Client Concerns

Published: June 24, 2024, 3:58 p.m.
Duration: 7 minutes 39 seconds

Listed in: Business

Ten, Ten, 2020

Published: June 17, 2024, 6:01 p.m.
Duration: 8 minutes 12 seconds

Listed in: Business

Better Richer Fuller: Owning a Business

Published: June 13, 2024, 10:03 p.m.
Duration: N/A

Listed in: Business

Fed Up, Stock Supply Down

Published: June 10, 2024, 8:34 p.m.
Duration: N/A

Listed in: Business

Understanding SBA Loans

Published: June 6, 2024, 5:09 p.m.
Duration: N/A

Listed in: Business

Election and The Economy

Published: June 3, 2024, 7:34 p.m.
Duration: 4 minutes 52 seconds

Listed in: Business

Forming an Exit Strategy

Published: May 23, 2024, 9:45 p.m.
Duration: 3 minutes 6 seconds

Listed in: Business

It Matters

Published: May 20, 2024, 6:05 p.m.
Duration: 10 minutes 24 seconds

Listed in: Business

How Can a CEPA Help You?

Published: May 15, 2024, 6:16 p.m.
Duration: 3 minutes 34 seconds

Listed in: Business

Fed Dilemma

Published: May 13, 2024, 7:08 p.m.
Duration: 6 minutes 33 seconds

Listed in: Business

Topics That Business Owners Overlook

Published: May 9, 2024, 8:30 p.m.
Duration: 21 minutes 14 seconds

Listed in: Business

Market Returns and Fed Policy

Published: May 6, 2024, 9:35 p.m.
Duration: 7 minutes 42 seconds

Listed in: Business

Qualified Charitable Distributions

Published: May 1, 2024, 1:02 a.m.
Duration: 3 minutes 28 seconds

Listed in: Business

Dividends and Liquidity Matter

Published: April 29, 2024, 6:04 p.m.
Duration: 7 minutes 19 seconds

Listed in: Business

Taking the Good With the Bad

Published: April 22, 2024, 7:22 p.m.
Duration: 4 minutes 42 seconds

Listed in: Business

Corporate Americas Balance Sheet Versus The US Treasury

Published: April 18, 2024, 9:53 p.m.
Duration: 2 minutes 57 seconds

Listed in: Business

Masters and the Markets

Published: April 15, 2024, 9:20 p.m.
Duration: 8 minutes 32 seconds

Listed in: Business

Bull Market Top?

Published: April 8, 2024, 7:35 p.m.
Duration: 7 minutes 15 seconds

Listed in: Business

Important Tax Reminders

Published: April 4, 2024, 8:58 p.m.
Duration: 4 minutes 12 seconds

Listed in: Business

Debt and Earnings on the Rise

Published: April 1, 2024, 5:48 p.m.
Duration: 9 minutes 39 seconds

Listed in: Business

End of a Negative Era

Published: March 25, 2024, 5:27 p.m.
Duration: 9 minutes 36 seconds

Listed in: Business

Commercial Real Estate Vacancies

Published: March 21, 2024, 9:17 p.m.
Duration: 7 minutes 41 seconds

Listed in: Business

Higher Inflation vs. Higher Productivity

Published: March 18, 2024, 6:57 p.m.
Duration: 4 minutes 42 seconds

Listed in: Business

What is a Stock Split?

Published: March 14, 2024, 5:50 p.m.
Duration: 2 minutes 20 seconds

Listed in: Business

Valuations and Expectations

Published: March 11, 2024, 9:30 p.m.
Duration: 3 minutes 35 seconds

Listed in: Business

Consumers, Cars, and Gasoline

Published: March 4, 2024, 6:41 p.m.
Duration: 6 minutes 34 seconds

Listed in: Business

Inflation and P/E Ratio

Published: Feb. 29, 2024, 10:41 p.m.
Duration: 3 minutes 7 seconds

Listed in: Business

Government Shenanigans

Published: Feb. 26, 2024, 10:30 p.m.
Duration: 5 minutes 16 seconds

Listed in: Business

Nineteen Years of Celebration

Published: Feb. 16, 2024, 8:39 p.m.
Duration: 8 minutes 34 seconds

Listed in: Business

Maximizing Employee Benefits

Published: Feb. 15, 2024, 9:22 p.m.
Duration: 6 minutes 43 seconds

Listed in: Business

Facts Over Emotion

Published: Feb. 12, 2024, 8:09 p.m.
Duration: 11 minutes 2 seconds

Listed in: Business

Exciting News and Introductions

Published: Feb. 7, 2024, 10:12 p.m.
Duration: 3 minutes 30 seconds

Listed in: Business

Payouts and Rate Cuts

Published: Feb. 5, 2024, 6:43 p.m.
Duration: 8 minutes 4 seconds

Listed in: Business

Weather, Containers, and Markets

Published: Jan. 29, 2024, 9:41 p.m.
Duration: 8 minutes 28 seconds

Listed in: Business

Will The US Dollar Remain The Reserve Currency?

Published: Jan. 25, 2024, 5:57 p.m.
Duration: 3 minutes 49 seconds

Listed in: Business

Conflicts Near and Far

Published: Jan. 22, 2024, 7:28 p.m.
Duration: 8 minutes 57 seconds

Listed in: Business

Reserved Optimism

Published: Jan. 12, 2024, 6:06 p.m.
Duration: 5 minutes 9 seconds

Listed in: Business

Beyond the Market Headlines

Published: Jan. 8, 2024, 7:14 p.m.
Duration: 11 minutes 4 seconds

Listed in: Business

Economic Indicators

Published: Jan. 4, 2024, 8:23 p.m.
Duration: 3 minutes 31 seconds

Listed in: Business

The Importance of Umbrella Policies

Published: Dec. 21, 2023, 9:03 p.m.
Duration: 4 minutes 8 seconds

Listed in: Business

Home Insurance

Published: Dec. 21, 2023, 8:11 p.m.
Duration: 6 minutes 37 seconds

Listed in: Business

Rate Cut Grinch

Published: Dec. 18, 2023, 10:19 p.m.
Duration: 9 minutes 52 seconds

Listed in: Business

Trends vs. Reality

Published: Dec. 11, 2023, 9:48 p.m.
Duration: 8 minutes 30 seconds

Listed in: Business

Year-End Deadlines

Published: Dec. 7, 2023, 9:58 p.m.
Duration: 4 minutes 55 seconds

Listed in: Business

Finish The Job

Published: Dec. 4, 2023, 6:46 p.m.
Duration: 5 minutes 51 seconds

Listed in: Business

Deposits vs. Loans

Published: Nov. 27, 2023, 8:36 p.m.
Duration: 5 minutes 59 seconds

Listed in: Business

Thankful Markets

Published: Nov. 20, 2023, 6:50 p.m.
Duration: 4 minutes 23 seconds

Listed in: Business

The Impact of Interest Rates on Corporate America

Published: Nov. 16, 2023, 8:15 p.m.
Duration: 2 minutes 7 seconds

Listed in: Business

Inflation High, Water Levels Low

Published: Nov. 13, 2023, 6:45 p.m.
Duration: 9 minutes 51 seconds

Listed in: Business

Market Momentum?

Published: Nov. 6, 2023, 6:11 p.m.
Duration: 6 minutes 43 seconds

Listed in: Business

On Fed and Recession Watch

Published: Oct. 30, 2023, 6:07 p.m.
Duration: 3 minutes 28 seconds

Listed in: Business

Exit Strategies for Your Business

Published: Oct. 25, 2023, 11:09 p.m.
Duration: 2 minutes 24 seconds

Listed in: Business

Watching Spikes Carefully

Published: Oct. 23, 2023, 4:41 p.m.
Duration: 7 minutes 19 seconds

Listed in: Business

Earnings vs. Geopolitical Events

Published: Oct. 16, 2023, 5:32 p.m.
Duration: 5 minutes 6 seconds

Listed in: Business

Secure Act 2.0: Provisions Effective in 2025 and Beyond

Published: Oct. 12, 2023, 3:56 p.m.
Duration: 6 minutes 6 seconds

Listed in: Business

Global Tensions

Published: Oct. 9, 2023, 5:29 p.m.
Duration: 7 minutes 15 seconds

Listed in: Business

Rise Together

Published: Oct. 2, 2023, 4:28 p.m.
Duration: 7 minutes 37 seconds

Listed in: Business

Updates to Your LPL Statements

Published: Sept. 28, 2023, 7:58 p.m.
Duration: 3 minutes 17 seconds

Listed in: Business

Cautiously Optimistic

Published: Sept. 25, 2023, 9:09 p.m.
Duration: 8 minutes 4 seconds

Listed in: Business

Secure Act 2.0: Provisions Effective in 2024

Published: Sept. 21, 2023, 6:47 p.m.
Duration: 9 minutes 16 seconds

Listed in: Business

Shutdowns and Stress

Published: Sept. 18, 2023, 5:38 p.m.
Duration: 10 minutes 3 seconds

Listed in: Business

Secure Act 2.0: Whats New for 2023

Published: Sept. 13, 2023, 9:22 p.m.
Duration: 13 minutes 4 seconds

Listed in: Business

Pullbacks

Published: Sept. 11, 2023, 5:37 p.m.
Duration: 9 minutes 48 seconds

Listed in: Business

September Blues?

Published: Sept. 1, 2023, 5:03 p.m.
Duration: 11 minutes 22 seconds

Listed in: Business

Debt, Drugs, and Driveways

Published: Aug. 28, 2023, 6:15 p.m.
Duration: 11 minutes 22 seconds

Listed in: Business

Understanding the Four Types of Inflation

Published: Aug. 24, 2023, 7:06 p.m.
Duration: 4 minutes 23 seconds

Listed in: Business

Stubborn Markets

Published: Aug. 21, 2023, 6:48 p.m.
Duration: 4 minutes 33 seconds

Listed in: Business

Zombie Inflation

Published: Aug. 14, 2023, 7:20 p.m.
Duration: 7 minutes 51 seconds

Listed in: Business

Inflation and the 1970s

Published: Aug. 2, 2023, 11:23 p.m.
Duration: 7 minutes 57 seconds

Listed in: Business

Artificial Intelligence and the Global Economy

Published: Aug. 2, 2023, 11:10 p.m.
Duration: 8 minutes 16 seconds

Listed in: Business

Dont Hold Your Breadth

Published: July 31, 2023, 9:04 p.m.
Duration: 11 minutes 27 seconds

Listed in: Business

Money Market Stimulus

Published: July 24, 2023, 8:33 p.m.
Duration: 1 minute 59 seconds

Listed in: Business

Recession Watch

Published: July 24, 2023, 6:53 p.m.
Duration: 5 minutes 9 seconds

Listed in: Business

Unique Market Connections

Published: July 14, 2023, 6:02 p.m.
Duration: 6 minutes 57 seconds

Listed in: Business

Annuity Basics

Published: July 12, 2023, 2 p.m.
Duration: 3 minutes 50 seconds

Listed in: Business

Rolling Recession and Rate Hikes

Published: July 10, 2023, 6:24 p.m.
Duration: 11 minutes 9 seconds

Listed in: Business

Major Decisions for Your Estate Plan

Published: July 6, 2023, 6:13 p.m.
Duration: 5 minutes 46 seconds

Listed in: Business

Stress Test

Published: July 3, 2023, 4:59 p.m.
Duration: 7 minutes 37 seconds

Listed in: Business

Stock Indexes Explained

Published: June 29, 2023, 7:51 p.m.
Duration: 3 minutes 40 seconds

Listed in: Business

Russian Roulette

Published: June 26, 2023, 7:39 p.m.
Duration: 11 minutes 13 seconds

Listed in: Business

Will AI Replace Human Advisors?

Published: June 22, 2023, 5:10 p.m.
Duration: 12 minutes 5 seconds

Listed in: Business

Skip or Pause

Published: June 16, 2023, 7:42 p.m.
Duration: 4 minutes 36 seconds

Listed in: Business

How to Satisfy Your RMD

Published: June 15, 2023, 5:35 p.m.
Duration: 4 minutes 13 seconds

Listed in: Business

Fed Surprise?

Published: June 12, 2023, 6:17 p.m.
Duration: 4 minutes 39 seconds

Listed in: Business

Mortgage Rates

Published: June 8, 2023, 7:44 p.m.
Duration: 2 minutes 37 seconds

Listed in: Business

Headline Market Strength vs. Underlying Weakness

Published: June 5, 2023, 6:56 p.m.
Duration: 5 minutes 20 seconds

Listed in: Business

Secure Act 2.0: New Laws for 529 Plans

Published: June 1, 2023, 8:20 p.m.
Duration: 10 minutes 12 seconds

Listed in: Business

Blessings and Markets

Published: May 26, 2023, 7:09 p.m.
Duration: 9 minutes 30 seconds

Listed in: Business

What is GDP?

Published: May 25, 2023, 6:07 p.m.
Duration: 2 minutes 6 seconds

Listed in: Business

Winning with Interest Rates?

Published: May 22, 2023, 8:39 p.m.
Duration: 8 minutes 51 seconds

Listed in: Business

Reshoring of US Manufacturing Jobs

Published: May 18, 2023, 6:29 p.m.
Duration: 2 minutes 37 seconds

Listed in: Business

Where Are We Going?

Published: May 15, 2023, 7:45 p.m.
Duration: 11 minutes 12 seconds

Listed in: Business

The Federal Reserve and Interest Rates

Published: May 11, 2023, 7:36 p.m.
Duration: 6 minutes 51 seconds

Listed in: Business

Its All In the Wording

Published: May 8, 2023, 7:22 p.m.
Duration: 9 minutes 57 seconds

Listed in: Business

New RMD Rules for 2023

Published: May 3, 2023, 6:57 p.m.
Duration: 3 minutes 22 seconds

Listed in: Business

Fund Flows

Published: May 1, 2023, 4:58 p.m.
Duration: 7 minutes 9 seconds

Listed in: Business

Inflation and Investment Returns

Published: April 27, 2023, 7:34 p.m.
Duration: 2 minutes 46 seconds

Listed in: Business

Seven Percent Gauge

Published: April 24, 2023, 7:26 p.m.
Duration: 6 minutes 43 seconds

Listed in: Business

What is Correlation?

Published: April 20, 2023, 7:42 p.m.
Duration: 3 minutes 13 seconds

Listed in: Business

Debt Up, Fuel Down

Published: April 17, 2023, 6:23 p.m.
Duration: 8 minutes 22 seconds

Listed in: Business

The Client Experience

Published: April 13, 2023, 7:24 p.m.
Duration: 6 minutes 20 seconds

Listed in: Business

The Misery Index and Markets

Published: April 10, 2023, 8:35 p.m.
Duration: 9 minutes 58 seconds

Listed in: Business

Understanding the FDIC and SIPC

Published: April 6, 2023, 6:41 p.m.
Duration: 2 minutes 34 seconds

Listed in: Business

Market Seasonality

Published: April 3, 2023, 5:02 p.m.
Duration: 9 minutes 9 seconds

Listed in: Business

Banking and the Economy

Published: March 30, 2023, 8:16 p.m.
Duration: 11 minutes 31 seconds

Listed in: Business

Is Volatility The New Norm?

Published: March 27, 2023, 7:20 p.m.
Duration: 6 minutes 3 seconds

Listed in: Business

Financial Planning Tips for Homeowners

Published: March 23, 2023, 2:13 p.m.
Duration: 8 minutes 37 seconds

Listed in: Business

Be Careful What You Wish For

Published: March 20, 2023, 7:48 p.m.
Duration: 4 minutes 42 seconds

Listed in: Business

Finding Tax Documents on Account View

Published: March 16, 2023, 6:03 p.m.
Duration: 2 minutes 23 seconds

Listed in: Business

Panic Not Required

Published: March 13, 2023, 8:40 p.m.
Duration: 12 minutes 23 seconds

Listed in: Business

Can the Market Hold the Line?

Published: March 6, 2023, 8:09 p.m.
Duration: 10 minutes 28 seconds

Listed in: Business

ETFs Vs. Mutual Funds

Published: March 2, 2023, 7:50 p.m.
Duration: 4 minutes 1 second

Listed in: Business

Inflation and Market Volatility

Published: Feb. 27, 2023, 6:53 p.m.
Duration: 4 minutes 24 seconds

Listed in: Business

Behind the Screens

Published: Feb. 17, 2023, 7:33 p.m.
Duration: 5 minutes 19 seconds

Listed in: Business

An 18th Anniversary Celebration

Published: Feb. 17, 2023, 7:10 p.m.
Duration: 3 minutes 13 seconds

Listed in: Business

Romance with Inflation

Published: Feb. 13, 2023, 9:46 p.m.
Duration: 9 minutes 39 seconds

Listed in: Business

The Pros and Cons of Preferred Stocks

Published: Feb. 9, 2023, 7:27 p.m.
Duration: 8 minutes 31 seconds

Listed in: Business

Golden Cross

Published: Feb. 6, 2023, 7:22 p.m.
Duration: 10 minutes 36 seconds

Listed in: Business

Fed Fury

Published: Jan. 30, 2023, 11:41 p.m.
Duration: 5 minutes 22 seconds

Listed in: Business

Tax Loss Harvesting

Published: Jan. 26, 2023, 8:26 p.m.
Duration: 4 minutes 12 seconds

Listed in: Business

Charts Dont Lie

Published: Jan. 23, 2023, 9:24 p.m.
Duration: 10 minutes 15 seconds

Listed in: Business

Unrealized vs Realized Gains and Losses

Published: Jan. 19, 2023, 8:31 p.m.
Duration: 1 minute 50 seconds

Listed in: Business

2023 and You

Published: Jan. 9, 2023, 7:13 p.m.
Duration: 10 minutes 27 seconds

Listed in: Business

The Impact of Interest Rates on Housing Costs

Published: Jan. 5, 2023, 8:38 p.m.
Duration: 2 minutes 29 seconds

Listed in: Business

The Fed Grinch

Published: Dec. 19, 2022, 7:09 p.m.
Duration: 4 minutes 26 seconds

Listed in: Business

Innovation Mavericks: Rush Garner, Owner of Rush Wine Cellars

Published: Dec. 15, 2022, 8:47 p.m.
Duration: 31 minutes 12 seconds

Listed in: Business

Inflation: Naughty or Nice?

Published: Dec. 12, 2022, 10:26 p.m.
Duration: 9 minutes 7 seconds

Listed in: Business

Low on Energy, High on Jobs

Published: Dec. 5, 2022, 8:07 p.m.
Duration: 6 minutes 5 seconds

Listed in: Business

Is Your Life Insurance the Best for You?

Published: Dec. 1, 2022, 9:37 p.m.
Duration: 10 minutes 44 seconds

Listed in: Business

Markets, Elections and China

Published: Nov. 28, 2022, 9:20 p.m.
Duration: 6 minutes 56 seconds

Listed in: Business

Carving Up Inflation

Published: Nov. 21, 2022, 10:52 p.m.
Duration: 6 minutes 50 seconds

Listed in: Business

The Impact of the Elections?

Published: Nov. 14, 2022, 11:01 p.m.
Duration: 7 minutes 51 seconds

Listed in: Business

2023 Tax Planning

Published: Nov. 10, 2022, 6:53 p.m.
Duration: 6 minutes

Listed in: Business

Charting the Course

Published: Nov. 7, 2022, 11:52 p.m.
Duration: 7 minutes 40 seconds

Listed in: Business

Higher Rates and Your Money

Published: Nov. 3, 2022, 8:32 p.m.
Duration: 2 minutes 24 seconds

Listed in: Business

Trends

Published: Oct. 31, 2022, 5:48 p.m.
Duration: 4 minutes 3 seconds

Listed in: Business

Social Security Cost of Living Adjustments

Published: Oct. 27, 2022, 7:14 p.m.
Duration: 1 minute 43 seconds

Listed in: Business

The McRib and Markets

Published: Oct. 24, 2022, 8:48 p.m.
Duration: 7 minutes 37 seconds

Listed in: Business

Inherited IRA Rule Changes

Published: Oct. 20, 2022, 7:02 p.m.
Duration: 6 minutes 21 seconds

Listed in: Business

Investors Wishlist

Published: Oct. 17, 2022, 8:45 p.m.
Duration: 9 minutes 26 seconds

Listed in: Business

How the European Energy Crisis Affects the Global Economy

Published: Oct. 13, 2022, 8:54 p.m.
Duration: 11 minutes 54 seconds

Listed in: Business

Good News, Bad News

Published: Oct. 10, 2022, 8:58 p.m.
Duration: 5 minutes 55 seconds

Listed in: Business

Operations and Year-End Checklist

Published: Oct. 6, 2022, 7:32 p.m.
Duration: 8 minutes 53 seconds

Listed in: Business

Cutting Supply

Published: Oct. 3, 2022, 10:40 p.m.
Duration: 8 minutes 3 seconds

Listed in: Business

Returning Cash to Shareholders

Published: Sept. 29, 2022, 9:16 p.m.
Duration: 2 minutes 27 seconds

Listed in: Business

Market Bright Spots

Published: Sept. 26, 2022, 10:19 p.m.
Duration: 2 minutes 52 seconds

Listed in: Business

Innovation Mavericks: Michelle and Hunter Norwood, A Little Something Extra Ice Cream

Published: Sept. 22, 2022, 9:47 p.m.
Duration: 14 minutes 43 seconds

Listed in: Business

All About The Fed

Published: Sept. 19, 2022, 9:13 p.m.
Duration: 4 minutes 28 seconds

Listed in: Business

Surprising September

Published: Sept. 12, 2022, 8:25 p.m.
Duration: 5 minutes 13 seconds

Listed in: Business

Election Impact on Markets

Published: Sept. 8, 2022, 6:25 p.m.
Duration: 2 minutes 25 seconds

Listed in: Business

Understanding Your Cash

Published: Sept. 1, 2022, 7:44 p.m.
Duration: 8 minutes 40 seconds

Listed in: Business

Answering Client Questions

Published: Aug. 26, 2022, 4:19 p.m.
Duration: 4 minutes 8 seconds

Listed in: Business

Innovation Mavericks: Brian Collins, Atomic Pictures

Published: Aug. 25, 2022, 8:13 p.m.
Duration: 12 minutes 42 seconds

Listed in: Business

Rattling Cages

Published: Aug. 22, 2022, 9:44 p.m.
Duration: 6 minutes 47 seconds

Listed in: Business

Secure Act 2.0

Published: Aug. 18, 2022, 7:33 p.m.
Duration: 8 minutes 41 seconds

Listed in: Business

Ninety Percent?

Published: Aug. 15, 2022, 9:34 p.m.
Duration: 7 minutes 35 seconds

Listed in: Business

Innovation Mavericks: Mitch York, Certified EOS Implementer

Published: Aug. 12, 2022, 1:39 p.m.
Duration: 22 minutes 6 seconds

Listed in: Business

Winners and Losers

Published: Aug. 8, 2022, 4:48 p.m.
Duration: 7 minutes 39 seconds

Listed in: Business

Friend-Shoring

Published: Aug. 4, 2022, 6:29 p.m.
Duration: 12 minutes 20 seconds

Listed in: Business

Recession or Recovery?

Published: Aug. 1, 2022, 9:57 p.m.
Duration: 5 minutes 52 seconds

Listed in: Business

The Fed Balance Sheet

Published: July 28, 2022, 8 p.m.
Duration: 2 minutes 26 seconds

Listed in: Business

Tornado of Market Activity

Published: July 25, 2022, 9:09 p.m.
Duration: 8 minutes 2 seconds

Listed in: Business

Explaining Risk-Free Return

Published: July 21, 2022, 4:22 p.m.
Duration: 2 minutes 23 seconds

Listed in: Business

Slay the Inflation Dragon

Published: July 18, 2022, 7:12 p.m.
Duration: 10 minutes 55 seconds

Listed in: Business

Inflation and Commodities

Published: July 14, 2022, 10:19 p.m.
Duration: 2 minutes 24 seconds

Listed in: Business

Soft Landing?

Published: July 11, 2022, 9:39 p.m.
Duration: 9 minutes 23 seconds

Listed in: Business

What Is Asset Allocation?

Published: July 7, 2022, 7:31 p.m.
Duration: 2 minutes 17 seconds

Listed in: Business

Retirement Planning for the Self-Employed

Published: June 30, 2022, 6:22 p.m.
Duration: 9 minutes 8 seconds

Listed in: Business

Bear Market Rally?

Published: June 27, 2022, 7:54 p.m.
Duration: 7 minutes 48 seconds

Listed in: Business

Understanding Dividends

Published: June 23, 2022, 10:29 p.m.
Duration: 2 minutes 16 seconds

Listed in: Business

Farewell TINA

Published: June 17, 2022, 9:11 p.m.
Duration: 6 minutes 49 seconds

Listed in: Business

Service Sector Inflation

Published: June 16, 2022, 5:30 p.m.
Duration: 11 minutes 7 seconds

Listed in: Business

Nine Trillion-Dollar Decision

Published: June 13, 2022, 5:30 p.m.
Duration: 6 minutes 7 seconds

Listed in: Business

What Are Stock Splits?

Published: June 9, 2022, 7:14 p.m.
Duration: 2 minutes 6 seconds

Listed in: Business

Please Take a Trip

Published: June 6, 2022, 7:35 p.m.
Duration: 8 minutes 31 seconds

Listed in: Business

Companies vs. Consumers

Published: May 27, 2022, 8:07 p.m.
Duration: 5 minutes 33 seconds

Listed in: Business

Gifting to Help Others

Published: May 26, 2022, 7:26 p.m.
Duration: 8 minutes 22 seconds

Listed in: Business

Markets and 1970

Published: May 23, 2022, 9:53 p.m.
Duration: 7 minutes 24 seconds

Listed in: Business

Consumer Down, But Not Out

Published: May 16, 2022, 9:19 p.m.
Duration: 8 minutes 30 seconds

Listed in: Business

The Effortless Client Experience

Published: May 12, 2022, 1:28 a.m.
Duration: 8 minutes 1 second

Listed in: Business

Can Supply Meet Demand?

Published: May 9, 2022, 9:37 p.m.
Duration: 6 minutes 41 seconds

Listed in: Business

Understanding Capital Structure

Published: May 5, 2022, 8:36 p.m.
Duration: 7 minutes 43 seconds

Listed in: Business

Money, Money, Money

Published: May 2, 2022, 9:58 p.m.
Duration: 9 minutes

Listed in: Business

Is Everything Okay in the USA?

Published: April 25, 2022, 9:03 p.m.
Duration: 8 minutes 53 seconds

Listed in: Business

The Long-Term Value of HSAs

Published: April 21, 2022, 8:09 p.m.
Duration: 8 minutes 25 seconds

Listed in: Business

Sell in May?

Published: April 18, 2022, 5:36 p.m.
Duration: 8 minutes 12 seconds

Listed in: Business

Recession and The Yield Curve

Published: April 14, 2022, 5:03 p.m.
Duration: 2 minutes 35 seconds

Listed in: Business

Murky Market Outlook

Published: April 11, 2022, 10:27 p.m.
Duration: 4 minutes 47 seconds

Listed in: Business

Strategic Use of Credit Cards

Published: April 7, 2022, 9:09 p.m.
Duration: 7 minutes 34 seconds

Listed in: Business

Is The Market Madness Behind Us?

Published: April 4, 2022, 8:02 p.m.
Duration: 8 minutes 22 seconds

Listed in: Business

Are the Bears in Trouble?

Published: March 28, 2022, 9:48 p.m.
Duration: 6 minutes 37 seconds

Listed in: Business

What is a 401(k)?

Published: March 24, 2022, 10:15 p.m.
Duration: 4 minutes 38 seconds

Listed in: Business

Rates Higher, Gas Lower?

Published: March 21, 2022, 6:09 p.m.
Duration: 9 minutes 50 seconds

Listed in: Business

Three Major Indexes of the Stock Market

Published: March 16, 2022, 11:43 p.m.
Duration: 2 minutes 12 seconds

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News Driven Markets

Published: March 14, 2022, 10:47 p.m.
Duration: 8 minutes 8 seconds

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The Good, The Bad, The Ugly

Published: March 7, 2022, 10:33 p.m.
Duration: 5 minutes 49 seconds

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Increasing Interest Rates

Published: March 3, 2022, 8:31 p.m.
Duration: 9 minutes 56 seconds

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Emotions, News, and Markets

Published: Feb. 28, 2022, 11:02 p.m.
Duration: 9 minutes 15 seconds

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Travel and Inflation

Published: Feb. 21, 2022, 11:07 p.m.
Duration: 6 minutes 23 seconds

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New Faces, New Ideas

Published: Feb. 17, 2022, 9:02 p.m.
Duration: 8 minutes 6 seconds

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Domestic Focus

Published: Feb. 14, 2022, 9:50 p.m.
Duration: 4 minutes 55 seconds

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Tax Day and Your IRA

Published: Feb. 10, 2022, 10:47 p.m.
Duration: 4 minutes 32 seconds

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Reaching For Your Wallet

Published: Feb. 8, 2022, 2:08 a.m.
Duration: 7 minutes 20 seconds

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Democratized Family Office

Published: Feb. 3, 2022, 10:52 p.m.
Duration: 7 minutes 27 seconds

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Impact of The Unknown

Published: Jan. 31, 2022, 9:23 p.m.
Duration: 4 minutes 57 seconds

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CARES Act: Federal Student Loan Relief

Published: Jan. 27, 2022, 10:36 p.m.
Duration: 4 minutes 26 seconds

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Looking for Support

Published: Jan. 24, 2022, 7:58 p.m.
Duration: 8 minutes 24 seconds

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Its Going to Cost You

Published: Jan. 15, 2022, 6:01 p.m.
Duration: 8 minutes 21 seconds

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The Experience Economy

Published: Jan. 13, 2022, 11:11 p.m.
Duration: 11 minutes 28 seconds

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The Workers Economy

Published: Jan. 10, 2022, 11:51 p.m.
Duration: 10 minutes 10 seconds

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New Years Financial Resolutions

Published: Jan. 6, 2022, 8:48 p.m.
Duration: 2 minutes 5 seconds

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Overshadowing Omicron

Published: Jan. 3, 2022, 9:06 p.m.
Duration: 7 minutes 16 seconds

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The Final Stretch

Published: Dec. 27, 2021, 8:37 p.m.
Duration: 3 minutes 58 seconds

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Your Financial Blueprint

Published: Dec. 23, 2021, 11:10 p.m.
Duration: 4 minutes 45 seconds

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Holiday Market Special

Published: Dec. 20, 2021, 9:22 p.m.
Duration: 4 minutes 14 seconds

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Fed Claus

Published: Dec. 13, 2021, 8:29 p.m.
Duration: 9 minutes 32 seconds

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Better, Richer, Fuller

Published: Dec. 9, 2021, 10:44 p.m.
Duration: 10 minutes 6 seconds

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Inflation Grinch

Published: Dec. 8, 2021, 9:36 p.m.
Duration: 8 minutes 35 seconds

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Emotional Markets

Published: Nov. 30, 2021, 4:13 a.m.
Duration: 6 minutes 24 seconds

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Lets Talk Turkey

Published: Nov. 25, 2021, 12:39 a.m.
Duration: 2 minutes 5 seconds

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Carving The Market Turkey

Published: Nov. 23, 2021, 12:50 a.m.
Duration: 9 minutes 55 seconds

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Investment Objective and Time Horizon

Published: Nov. 19, 2021, 1:26 a.m.
Duration: N/A

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Insightful Holiday Conversations

Published: Nov. 16, 2021, 5:13 a.m.
Duration: 10 minutes 35 seconds

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Price Inflation of New Cars

Published: Nov. 12, 2021, 1:35 a.m.
Duration: 1 minute 45 seconds

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Hyped-up Emotion

Published: Nov. 9, 2021, 5:14 a.m.
Duration: 8 minutes 17 seconds

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Final Innings of 2021

Published: Nov. 2, 2021, 12:49 a.m.
Duration: N/A

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When to Avoid Making Financial Decisions

Published: Oct. 28, 2021, 11:54 p.m.
Duration: 2 minutes 46 seconds

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Grabbing The Market Headlines

Published: Oct. 26, 2021, 1:37 a.m.
Duration: N/A

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Five Market Shaping Topics for 2022

Published: Oct. 22, 2021, 5:31 a.m.
Duration: 12 minutes 5 seconds

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Earning It

Published: Oct. 19, 2021, 12:48 a.m.
Duration: N/A

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Higher Payouts and Lower Jobs

Published: Oct. 11, 2021, 11:27 p.m.
Duration: 5 minutes 17 seconds

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Enrolling in Medicare

Published: Oct. 7, 2021, 10:38 p.m.
Duration: 6 minutes 32 seconds

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Expect The Unexpected

Published: Oct. 5, 2021, 12:04 a.m.
Duration: N/A

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For Better or Worse

Published: Sept. 28, 2021, 12:40 a.m.
Duration: 6 minutes 25 seconds

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Proposed Tax Changes

Published: Sept. 24, 2021, 2:02 a.m.
Duration: N/A

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International Pressure

Published: Sept. 20, 2021, 11:09 p.m.
Duration: 4 minutes 42 seconds

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The 11 Sectors of The Market

Published: Sept. 16, 2021, 10:43 p.m.
Duration: 3 minutes 52 seconds

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Yield, Chills, and Thrills

Published: Sept. 14, 2021, 2:51 a.m.
Duration: 7 minutes 14 seconds

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Supply Disruptions

Published: Sept. 10, 2021, 12:44 a.m.
Duration: 6 minutes 57 seconds

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September to Remember

Published: Sept. 4, 2021, 3:01 a.m.
Duration: 8 minutes 43 seconds

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Your Worries, Our Focus

Published: Aug. 31, 2021, 3:18 a.m.
Duration: 9 minutes 28 seconds

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Wills and Beneficiaries

Published: Aug. 27, 2021, 3:13 a.m.
Duration: 3 minutes 26 seconds

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Consumer Strength vs. Inflation

Published: Aug. 24, 2021, 12:52 a.m.
Duration: 3 minutes 29 seconds

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The Market Road Ahead

Published: Aug. 17, 2021, 1:46 a.m.
Duration: 6 minutes 11 seconds

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Its All Connected

Published: Aug. 10, 2021, 2:44 a.m.
Duration: 8 minutes 36 seconds

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The Fed is Undefeated

Published: Aug. 3, 2021, 3:29 a.m.
Duration: 7 minutes 8 seconds

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The US Housing Market Supply & Demand

Published: July 29, 2021, 11:16 p.m.
Duration: 2 minutes 11 seconds

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Cash On Hand

Published: July 27, 2021, 1:41 a.m.
Duration: 5 minutes 55 seconds

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Higher Taxes and Inflation

Published: July 20, 2021, 3:04 a.m.
Duration: 5 minutes 32 seconds

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Required Minimum Distributions

Published: July 16, 2021, 2:07 a.m.
Duration: 2 minutes 17 seconds

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Earnings and Economics

Published: July 13, 2021, 12:43 a.m.
Duration: 3 minutes 29 seconds

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UGMAs and UTMAs

Published: July 9, 2021, 12:34 a.m.
Duration: 1 minute 38 seconds

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Market Fireworks

Published: July 5, 2021, 10:43 p.m.
Duration: 7 minutes 39 seconds

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The Importance of Moving Day Averages

Published: July 2, 2021, 2:58 a.m.
Duration: 1 minute 54 seconds

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Market Movers

Published: June 29, 2021, 3:03 a.m.
Duration: 9 minutes 20 seconds

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Supply Shock

Published: June 24, 2021, 10:28 p.m.
Duration: N/A

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Market Overreaction

Published: June 22, 2021, 12:31 a.m.
Duration: N/A

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Estate Planning Mistakes Part 2

Published: June 18, 2021, 2:49 a.m.
Duration: N/A

Listed in: Business

Inflation and The Fed

Published: June 15, 2021, 1:27 a.m.
Duration: 6 minutes 5 seconds

Listed in: Business

Estate Planning Mistakes Part 1

Published: June 11, 2021, 1:30 a.m.
Duration: N/A

Listed in: Business

Markets, Taxes, and Jobs

Published: June 8, 2021, 3:53 a.m.
Duration: 8 minutes 51 seconds

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Where The Money Flows

Published: June 1, 2021, 6:54 a.m.
Duration: 7 minutes 14 seconds

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Understanding Volatility

Published: May 27, 2021, 9:44 p.m.
Duration: 2 minutes

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Distractions

Published: May 25, 2021, 3:47 a.m.
Duration: 7 minutes 48 seconds

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Wheres The Ceiling?

Published: May 18, 2021, 1:26 a.m.
Duration: 7 minutes 39 seconds

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Markets and Your Money: U.S. Worker Productivity

Published: May 14, 2021, 12:50 a.m.
Duration: 6 minutes 47 seconds

Listed in: Business

Market Recovery Handoff

Published: May 11, 2021, 2:24 a.m.
Duration: 9 minutes 4 seconds

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Supply and Demand

Published: May 7, 2021, 2:34 a.m.
Duration: 3 minutes 22 seconds

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Sell in May? Not so Fast...

Published: May 4, 2021, 12:50 a.m.
Duration: 4 minutes 26 seconds

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Investing For Your Children

Published: April 30, 2021, 12:09 a.m.
Duration: 7 minutes 33 seconds

Listed in: Business

4, 4, 4 Market Movement

Published: April 27, 2021, 1:40 a.m.
Duration: 8 minutes 11 seconds

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How To Go Paperless

Published: April 22, 2021, 11:56 p.m.
Duration: 1 minute 27 seconds

Listed in: Business

Business Owner Resource Webinar

Published: April 20, 2021, 7:44 p.m.
Duration: N/A

Listed in: Business

Inflation and Your Pocketbook

Published: April 20, 2021, 1:48 a.m.
Duration: 7 minutes 57 seconds

Listed in: Business

The Impacts of Early Retirement

Published: April 15, 2021, 12:01 a.m.
Duration: 3 minutes 46 seconds

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Consumer in Charge

Published: April 13, 2021, 2:44 a.m.
Duration: 4 minutes 13 seconds

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High Five, Market!

Published: April 6, 2021, 6:18 a.m.
Duration: 10 minutes 24 seconds

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Is Now the Time to Refinance Your Mortgage?

Published: April 1, 2021, 9:50 p.m.
Duration: N/A

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Infrastructure and Eviction

Published: March 29, 2021, 10:46 p.m.
Duration: 4 minutes 32 seconds

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Major Business Changes That Are Here to Stay

Published: March 26, 2021, 3:05 a.m.
Duration: 11 minutes 44 seconds

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Happy Anniversary Mr. Market

Published: March 23, 2021, 3:17 a.m.
Duration: 6 minutes 56 seconds

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The Price of Gasoline

Published: March 18, 2021, 11:50 p.m.
Duration: 2 minutes 56 seconds

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Fed, Market, Green Light

Published: March 15, 2021, 11:50 p.m.
Duration: 8 minutes 40 seconds

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Insurance: Protecting Against Loss

Published: March 13, 2021, 12:12 a.m.
Duration: 3 minutes 53 seconds

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The Stimulus March Continues

Published: March 9, 2021, 4:20 a.m.
Duration: 7 minutes 13 seconds

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Interest Rates and Bonds

Published: March 5, 2021, 5:02 a.m.
Duration: 1 minute 39 seconds

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Markets and COVID: Anniversary

Published: March 2, 2021, 2:22 a.m.
Duration: 8 minutes 36 seconds

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Effortless Technology For You

Published: Feb. 26, 2021, 8:48 a.m.
Duration: 5 minutes 45 seconds

Listed in: Business

#500 Higher? Rates, Earnings, and Markets

Published: Feb. 23, 2021, 4:24 a.m.
Duration: N/A

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#499 When The Fed Talks...

Published: Feb. 16, 2021, 4 a.m.
Duration: N/A

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Fi Plan Partners and Your Tax Information

Published: Feb. 12, 2021, 3:28 a.m.
Duration: N/A

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#498 Did The Market See Its Shadow?

Published: Feb. 9, 2021, 5:50 a.m.
Duration: N/A

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Cyclical vs. Defensive Stocks

Published: Feb. 5, 2021, 5:51 a.m.
Duration: N/A

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#497 But Wait, Theres More...February Markets

Published: Feb. 2, 2021, 3:43 a.m.
Duration: N/A

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Healthcare Subsidy Planning

Published: Jan. 29, 2021, 1:01 a.m.
Duration: N/A

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#496 Market Moment of Truth

Published: Jan. 26, 2021, 4:32 a.m.
Duration: N/A

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Business Owner Anxieties Post COVID

Published: Jan. 22, 2021, 4:38 a.m.
Duration: N/A

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#495 Rising Costs

Published: Jan. 17, 2021, 11:19 a.m.
Duration: N/A

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What is a SPAC?

Published: Jan. 15, 2021, 2:36 a.m.
Duration: N/A

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#494 Juggling January Markets

Published: Jan. 12, 2021, 4:45 a.m.
Duration: N/A

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How Will Stimulus Payments Affect 2020 Tax Filings?

Published: Jan. 8, 2021, 8:29 a.m.
Duration: N/A

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#493 Georgia On My Mind

Published: Jan. 5, 2021, 4:41 a.m.
Duration: N/A

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5 New Year Financial Resolutions

Published: Dec. 31, 2020, 10:21 p.m.
Duration: N/A

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#492 Year-End Market Relief

Published: Dec. 29, 2020, 2:40 a.m.
Duration: N/A

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#491 Stimulus Holiday Cheer

Published: Dec. 22, 2020, 2:40 a.m.
Duration: N/A

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Year-End To-Dos

Published: Dec. 18, 2020, 5:17 a.m.
Duration: N/A

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#490 Vaccination Visibility

Published: Dec. 15, 2020, 4:07 a.m.
Duration: N/A

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#489 Is The Market Immune?

Published: Dec. 8, 2020, 4:17 a.m.
Duration: N/A

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#488 Market Conflict

Published: Dec. 1, 2020, 4:28 a.m.
Duration: N/A

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#487 Thanksgiving Market Update

Published: Nov. 24, 2020, 2:15 a.m.
Duration: N/A

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Innovation Mavericks: Vince Thompson, Build Brand You

Published: Nov. 20, 2020, 1:32 a.m.
Duration: 32 minutes 45 seconds

Listed in: Business

#486 Virus vs. Consumer Strength

Published: Nov. 17, 2020, 2:43 a.m.
Duration: N/A

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Innovation Mavericks: Art Carden, Leave Me Alone and Ill Make You Rich

Published: Nov. 13, 2020, 2:41 a.m.
Duration: 19 minutes 45 seconds

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#485 Now What?

Published: Nov. 10, 2020, 1:09 a.m.
Duration: N/A

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#484 Election Day and Market Volatility

Published: Nov. 3, 2020, 2:38 a.m.
Duration: N/A

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#483 The Next Eight Days

Published: Oct. 27, 2020, 12:19 a.m.
Duration: N/A

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A Preview of The Biden Tax Plan

Published: Oct. 23, 2020, 1 a.m.
Duration: N/A

Listed in: Business

#482 The Two-Faced Market

Published: Oct. 19, 2020, 11:28 p.m.
Duration: N/A

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#481 Hold Your Breath in October Markets

Published: Oct. 13, 2020, 12:32 a.m.
Duration: N/A

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Fundamental Analysis vs. Technical Analysis

Published: Oct. 8, 2020, 9:44 p.m.
Duration: N/A

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#480 Here We Go!

Published: Oct. 5, 2020, 11:47 p.m.
Duration: N/A

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Future Travel Trends

Published: Oct. 1, 2020, 10:43 p.m.
Duration: N/A

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#479 Market Presidential Polls?

Published: Sept. 29, 2020, 12:15 a.m.
Duration: N/A

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The Impact of COVID: 6 Months In

Published: Sept. 24, 2020, 9:36 p.m.
Duration: N/A

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#478 Timberrr!

Published: Sept. 22, 2020, 5:11 a.m.
Duration: N/A

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Graduate Anxiety

Published: Sept. 18, 2020, 2:25 a.m.
Duration: N/A

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#477 Fed Fear and Deflation

Published: Sept. 14, 2020, 11:50 p.m.
Duration: N/A

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Financial Aid and Student Loans

Published: Sept. 11, 2020, 1:16 a.m.
Duration: N/A

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Innovation Mavericks with Mike Miller of Office Environments

Published: Sept. 2, 2020, 7:24 p.m.
Duration: N/A

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#475 September Risks

Published: Sept. 1, 2020, 1:27 a.m.
Duration: N/A

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COVID-19 Outbreaks in Emerging Markets

Published: Aug. 27, 2020, 2:41 a.m.
Duration: N/A

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#474 Trying to Reason with Hurricane Season

Published: Aug. 25, 2020, 1:05 a.m.
Duration: N/A

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401(k) Basics

Published: Aug. 20, 2020, 10:37 p.m.
Duration: N/A

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#473 Just the Beginning

Published: Aug. 18, 2020, 2:20 a.m.
Duration: N/A

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How Does the U.S. Federal Reserve Help Other Countries?

Published: Aug. 14, 2020, 1:11 a.m.
Duration: N/A

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#472 School Bells vs. Opening Bells

Published: Aug. 11, 2020, 1:35 a.m.
Duration: N/A

Listed in: Business

Bull Market vs. Bear Market

Published: Aug. 31, 2018, 12:45 a.m.
Duration: 1 minute 1 second

Listed in: Business